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About Your Advisor

Why I'm An Advisor

As a Christian financial advisor, I help Christian families and small business owners toss the yoke of financial stress into the ditch where it belongs. Our services are geared to busy people who feel a lot of stress, worry about money issues and the tension they create in their family. I do all of this with a values-based approach and customized service.

If you:

✔ Feel a lot of financial stress, creating tension in the family

✔ Get frustrated with trying to manage spending and cutting debt,

✔ Worry about losing money on investments,

✔ How your family will handle expenses if you get hurt or die 

✔ Need help with your retirement plan or other long-term planning ...

Then go to and schedule a 15 minute coffee chat now! 

I'm in my third decade of serving financial advisory clients and I passionately love what I do! It’s good to build wealth; it’s better to help people add the most to their quality of life by getting the most out of their income and assets. I make it easy for you to do business with me, so I’m happy to schedule after-hours and weekend appointments or video calls. I want the best for everyone, so I earned the Certified Financial Fiduciary® designation and have been an arbitrator for the Financial Industry Regulatory Authority for 20 years.

William H. (Bill) O’Donnell

Certified Financial Fiduciary®

President & Wealth Manager